When you open your account at Embark, you receive monthly statements which include holdings, balances and transactions that occurred in each account during the most recently completed quarter.
A separate statement is created for each account registration. For example, individual accounts will include information with respect to any individual/personal taxable accounts, Roth and Traditional IRA accounts. A separate statement will be created for any joint accounts you maintain with your spouse, or any Trust accounts.
To access your statements, go to www.Embark-Invest.com and log in to your account. Navigate to the “Documents” option in the bottom left of your screen. A full archive of your monthly statement history is available under the “Statements” tab. In addition to your monthly statements, you can also view tax statements as well as other documents such as past transfer paperwork.
When your monthly statements are available, you will receive an email notice. Embark has partnered with Betterment for Advisors for technology and custodial assistance to help us service your account. Betterment creates and uploads the monthly statements.
If you have any questions about holdings in your account or one of our models, or perhaps have another question about our services, you can contact us directly at 920.785.6012 or email us at [email protected]. Betterment maintains a support line you can also call for help with navigation, linking your accounts or other site functionality. You can call the Betterment for Advisers support line at 800.400.1571.
Last updated January 9, 2023
Disclosures: Content contained herein is presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of individualized investment, tax, or legal advice.
Embark is a digital investment service advised by ETF Model Solutions, LLC. Investments recommended by Embark involve risk and will fluctuate in value. Unless otherwise stated, investments are not insured or guaranteed. May lose money. Embark utilizes the platform and technology services of Betterment LLC, an SEC Registered Investment Adviser. Betterment provides the wrap fee program that assists us in providing our services to you. Custody and trading services for the program are provided by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
Embark’s services are specific to the investment goals that you identify. We do not provide comprehensive financial or tax planning. Our Advisory services rely upon an algorithm designed and maintained by Betterment to assist us in determining our portfolio recommendations. Unless you directly consult with Embark Advisory personnel, the algorithm is the sole basis of the advice. You should not rely solely on the Betterment advice algorithm’s recommendation to make your investment decisions. Embark strongly advises all Clients to speak directly with an Embark IAR prior to making any investment decisions.
All tools and content on the Betterment, LLC website, are designed, created, and maintained by Betterment. Certain functionality, tax-coordinated portfolios and links to investment philosophy, research, educational materials, and FAQs apply solely to betterment’s 2-dimensional portfolios and may not apply to Embark’s 3-dimensional investment recommendations.
Existing Embark clients are reminded to login and update personal information whenever their goals or personal financial circumstances change. Clients should also confirm that their current goal allocation is aligned with the recommended target allocation provided for each goal. Clients with questions regarding their account, personal financial circumstances, goals, or an investment allocation with respect to our service should contact us via email or telephone.
Prospective clients contemplating opening an account with Embark are advised to read Embark’s Form ADV Brochure, Part 2A for important disclosures about our services, business practices, the costs, and risks of investing, and other important considerations prior to opening their account. You can access the most recent version of our Form ADV via a link on our website.
ETF Model Solutions, LLC. is registered as an investment adviser with the SEC. Registration does not imply a certain level of skill or training. If you have any questions about our professional services, please call us at 920.785.6012 or email [email protected]